AI for Finance
AI for Finance means you get paid sooner because every overdue invoice is chased on schedule, supplier bills and receipts land in QuickBooks or Xero without anyone typing them, and the month-end pack is mostly done before your bookkeeper opens it.
Free · 30 minutes · Yours to keep
RowanInvoice Elf
Get paid days sooner.
Sound familiar?
It's all up onthe office wall.
The same four headaches, pinned up every week and never quite sorted.
Money you've earned but haven't collected
The work's done and the invoice is sent, then nobody chases it, because chasing feels awkward and the office is flat out. Thirty, sixty, ninety days go by, and wages still go out on Friday.
Bills and receipts typed by hand
Supplier invoices arrive as PDFs in three different inboxes. Crews keep fuel and materials receipts in the van. Someone keys them into the books at the end of the month, and half the receipts are missing.
A month-end that takes a week
The bank feed is half-coded, card payouts don't match deposits, and your bookkeeper spends the first week of the month asking what things were. The numbers turn up when it's too late to act on them.
No idea which jobs make money
You know the business made a profit last year. You don't know which jobs, customers or kinds of work earned it, because nobody has time to match materials and hours back to each job.
The automations
46 automations we buildfor Finance.
Click any one to read exactly how it works: the steps, the software it runs in, and where you sign off. There's enough on each page to build it yourself, or we build it with you.
And 43 more, biggest saving first
- Bank-feed query resolution5 hrs a week
- Data entry from PDFs and forms5 hrs a week
- Invoicing and overdue invoice chasing4 hrs a week
- Payroll query handling4 hrs a week
- Bookkeeping anomaly review4 hrs a week
- Contractor invoice checks and owner approvals4 hrs a week
- Billable hours chasing4 hrs a week
- Invoicing and payment chasing4 hrs a week
- Morning briefing4 hrs a week
- Supplier bill entry from email3 hrs a week
- Receipt capture and matching3 hrs a week
- Bank reconciliation prep3 hrs a week
- Job costing3 hrs a week
- Rent arrears follow-up3 hrs a week
- Billing follow-up3 hrs a week
- Insurance and pre-authorisation paperwork3 hrs a week
- Progress claims and pay apps3 hrs a week
- Subcontractor payment claim checks3 hrs a week
- Supplier invoice matching3 hrs a week
- Daily trading summary3 hrs a week
- Weekly numbers report3 hrs a week
- Purchase order creation and approval3 hrs a week
- Invoice to purchase order matching3 hrs a week
- Cash-flow forecast and daily cash note2 hrs a week
- Weekly supplier payment run2 hrs a week
- Supplier payment queries2 hrs a week
- Staff expense claims2 hrs a week
- Budget versus actual tracking2 hrs a week
- Filing deadline reminders2 hrs a week
- Patient balance reminders2 hrs a week
- Missed premium follow-up2 hrs a week
- Account statements and overdue reminders2 hrs a week
- Timesheet chasing2 hrs a week
- Weekly KPI digest2 hrs a week
- Cash-flow early warnings2 hrs a week
- Fake invoice and unusual payment alerts1 hr a week
- Contract and subscription renewals1 hr a week
- Month-end pack4 hrs a month
- Quarterly clean-up and year-end prep10 hrs at year-end
- Construction loan drawdown requests10 hrs a month
- Supplier spend review6 hrs a quarter
- New supplier setup1 hr per supplier
- Bank and lender reporting packs4 hrs a month
Hours back are typical, not promised. Yours get worked out on the call.
What it's worth
$29,900
a year back in the business, typically
13 hours a weekoff your desk.
In a typical week these jobs take 17 hours. Your elves take 13 of them. Here's the sum, shown in full, at a modest $50 an hour.
- Chasing unpaid invoices3.5$8,050
- Entering supplier bills3$6,900
- Collecting and matching receipts2.5$5,750
- Coding the bank feed2$4,600
- Month-end and cash reporting2$4,600
13 hours back a week × 46 working weeks × $50 an hour
- Same day
- invoice out once the job's done
- Days
- faster to get paid, every invoice chased
- 13 wks
- of cash ahead, updated every Monday
Typical figures, not a promise. Your free live build gives you your own.
You sign off
Supervised first.Hands-off only where you say.
Your elves draft, sort, chase and remind. Anything that can't be undone, or that speaks for the business, waits for your OK.
- 01
The first few weeks
Supervised
Every draft waits for your OK before it goes anywhere.
- 02
Once you trust it
Routine ones go out
Only the kinds you pick go out on their own. The rest still wait.
- 03
From then on
Check-ups
We look after your elves and adjust them as the business changes.
At every stage
It won't be perfect. That's why a person sees anything that matters.
Portfolio and client data collection
An analyst or partner checks flagged figures against the source before anything goes into a board pack or investor update.
Invoicing and payment chasing
Invoices that don't match the quote, and any customer who disputes the work, go to a person.
Your software
Keep the software you pay for.Your elves work inside it.
Every job on this page runs inside software you already use. Your team keeps working the way it does now.
The number on each is how many of the 46 jobs on this page run in it.
Using something else? We build into that instead. See all the software we work with.
Your business
- 36QuickBooks
- 32Xero
- 35Gmail
- 22Outlook
- 33Google Sheets
- 6Stripe
- 3Square
- 3Bill
How it starts
See it working before you pay a cent.
It starts with a free 30-minute call. We build one real thing with you, on your own work, so you see exactly what this does. If there's more worth doing, you get a plan and a price in writing.
01 · 30 minutes
Free live build
Bring one job, say invoicing and overdue invoice chasing. We build it with you on the call. It's yours, whatever you decide.
02 · In writing
Your plan
What we'd build next, the hours it should save each week and the price, in writing.
03 · Built for you
We build it
Around how your business already works, inside your software. You sign off before anything goes live.
04 · Your call
Hand over or keep improving
Take it over with video guides for everything, or keep us on monthly to improve it and build what's next.
- What does AI for finance cost to run once it's built?
- A small monthly running cost for the software it uses, stated upfront in the proposal, plus an optional retainer if you want us to look after it. The fair test is hours saved (around 12 a week for a typical bookkeeper) times what those hours cost you, minus the running cost.
- How long does a finance build take?
- A first finance build is usually live in one to two weeks. A person then checks its work, often through one full month-end, before it runs on its own.
Free, 30 minutes, and what we build is yours.
Already know what you need? Ask about a one-off build or a retainer.
Related pages
Same jobs,built for your industry.
Each page shows how we build these jobs for one kind of business.
FAQ
What owners ask us first.
Something we haven't covered? Ask it on the call.
Will AI post entries to our books without asking?
No, not unless you decide it should. Bills, coding and matches wait for a person to approve, and anything unusual keeps waiting even after the supervised weeks. Most owners only let the repeat, low-value entries through on their own.
Does AI replace our bookkeeper or outside accountant?
No. It takes the typing and chasing off your bookkeeper's plate, typically around 12 hours a week, so the time you pay for goes on checking and advice. Most accountants are happy to get cleaner books, and we can bring them into the handover.
Is our financial data safe?
Yes. Everything runs on accounts you own, with the narrowest access each job needs, and bank data is read-only. Every permission is written down in the handover pack, and you can revoke any of them yourself.
Will customers mind getting automated payment reminders?
Most customers just pay. Automated payment reminders come from your own address, in your words, and say exactly which invoice and how much. Anyone who replies with a dispute gets a person, not another reminder.
We use QuickBooks Desktop, not the online version. Does that matter?
It can. QuickBooks Online and Xero connect cleanly, while QuickBooks Desktop is more limited, so we check what's possible on the free call and say so plainly in the proposal.
What does AI for finance cost to run once it's built?
A small monthly running cost for the software it uses, stated upfront in the proposal, plus an optional retainer if you want us to look after it. The fair test is hours saved (around 12 a week for a typical bookkeeper) times what those hours cost you, minus the running cost.
How long does a finance build take?
A first finance build is usually live in one to two weeks. A person then checks its work, often through one full month-end, before it runs on its own.
Next step
Take one job off your desk this week.
Every week you wait is another week of the same jobs done by hand. Book a free 30-minute live build and leave with your first elf working.